We are live on ! Find out more
Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $38B
1-Year Est. Return 19.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$710M
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
604
New
Increased
Reduced
Closed

Top Buys

1
+$8.77M
2
+$8.63M
3
+$7.89M
4
VZ icon
Verizon
VZ
+$7.48M
5
AAPL icon
Apple
AAPL
+$6.32M

Top Sells

1
+$6.93M
2
+$2.83M
3
+$1.81M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.71M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.61M

Sector Composition

1 Industrials 13.51%
2 Technology 12.24%
3 Healthcare 8.96%
4 Materials 3.52%
5 Financials 3.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
– –
-201
302
– –
-238
303
– –
-79,643
304
– –
-900
305
– –
-195
306
– –
-67
307
– –
-515
308
– –
-68
309
– –
-208
310
– –
-661
311
– –
-303
312
– –
-100
313
– –
-997
314
– –
-6
315
– –
-100
316
– –
-3
317
– –
-144
318
– –
-80
319
– –
-400
320
– –
-1,686
321
– –
-500
322
– –
-8
323
– –
-100
324
– –
-1,044
325
– –
-50
11 12
13
14 15